See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $593 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,849 | $91,407-61.9% | $135,903-74.4% | $71,457-51.2% |
| Participation rate | 96.3% | 75.7%+20.6pp | 81.9%+14.4pp | 67.9%+28.3pp |
| Annual return | 15.43% | 29.90%-14.5pp | 68.23%-52.8pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,186 | $3,703-41.0% | $4,856-55.0% | $2,588-15.5% |
| Participant deferral / active EE | $4,476 | $7,092-36.9% | $7,758-42.3% | $4,289+4.4% |
| Admin fee / account holder | $2 | $1,266-99.8% | $10,762-100.0% | $1,587-99.9% |